One of the most important parts of project management is the invoicing of stages and costs during execution. In this article, we'll show you how to create an invoice within Nutcache.

Members with the status of administrator or higher can create and manage invoices, and managers can do the same when assigned.

After logging into your account, you can start creating an invoice from 3 different areas within your software:

A) Using the + Global from the top right corner

B) From the Invoicing module in the left menu

C) From a project or client, by clicking on the Invoices tab (in which case parts of the invoice will already be pre-filled).

From any of these areas, you will see the popup below:

This is the first step to start creating an invoice. Simply fill in the popup with the pending information, according to the instructions below:

1) Assign an Invoice Number: Start by adding a unique number to your invoice for tracking and reference purposes.

Remember: this is an intelligent feature, which in practice means that the system will identify the prefix you choose and automatically number the sequence accordingly. For example, if your first invoice was "ABC - 001", your next one will be "ABC - 002" and so on. If you want to disable this feature, you can do so in your Organization settings by clicking on the tool icon and then on "Settings".

2) Select a Client: Choose the client you are billing from your client list.

3) Fill in Project-Specific Details (If Applicable): If the invoice pertains to a specific project, complete the following fields:

4) Include Time Entries and Billable Expenses (Optional): You have the option to include time entries and billable expenses related to the selected project(s) on the invoice.

5) Set Item Description Display Mode: Choose how you want the items to be displayed on the invoice. Options include:

6) Create the Invoice: Click the "Create" button to finalize and save your invoice.

That's it! You have now pre-configured your invoice and will be redirected to the invoice editing page.

NOTE: The Create button in this case also serves to save this invoice as a draft. Regardless of whether you complete the next step or not, your invoice will be created as a draft and can only be modified or deleted with the security profile required for these activities.

Once entered, the invoice will be displayed on your screen.

1) Take a moment to look at the Invoice Action Tab strip:

This tab shows the invoice status and available actions such as preview, export, send, duplicate, set as recurring, log a payment, delete, etc.

2) Fill in the Invoice Header:

Complete the essential fields in the invoice header, including:

NOTE: You can edit the title of your Invoice by clicking on the pencil icon next to the title. If you have options created, you can select between them and, if not, you can create new options and even set one to be the default.

3) Add Services and Products:

NOTE: The layout of the invoice (including grid columns) and default settings like payment terms and customer notes are determined by your invoice template.

4) Finalize Your Invoice:

Once all details are filled in, choose to either Save the invoice for later adjustments or Save and Send it directly to the client.

When you are done editing your invoice and click on Save and send, this popup will appear:

Some fields will be pre-filled, but you can edit them and, once all the information is correct, click the Send button.

NOTE: If you don't want to invoice something yet, but want to make an estimate, you can do so according to this help page.